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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-09-22 |
Branch Locations
C/O Wealth Management Partners,Llc 790 Holiday Drive, Pittsburg, PA 15220 • United States
Oakdale, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Partners | Pittsburgh | PA | 11/2001 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2006 | Present |
Fixed insurance sales, as of 04/2004, 10% of time spent during business hours, conducted at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-17 |
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